How to track a site's remedial actions

Remedial Actions in the site menu lists the remedial work for the open site — from its risk assessments and from visits.

Find what you need

1. Choose Open or Closed and how far back (Assessed in the last 12 months to All dates).

   

2. Click a figure to filter: High legionella risk (LR 4), High general risk (GR 4), Past their timescale, No timescale set, Not yet actioned. Filter further by System, Survey, Status, LR or GR.

3. Group by assessment groups them under the risk assessment they came from.

Update one or many

1. Click a row to see its Recommendation and History and update it: Status, Timescale (complete by), Action taken, Notes, Owned by, Assigned to, Job number.

   

2. Or tick several and use Update / set timescale. Leave status or timescale empty to keep each one’s own; everything you fill in is added to each one’s history.

3. To close a remedial, choose a status that signs it off — this needs the sign-off permission on the site.

Barcode changes

If an engineer reported a changed barcode, Accept barcode changes shows each one first. Accepting writes the new barcode to the asset and signs the remedial off with the status you choose.

Import from a risk-assessment extract

Site administrators can use Import: Download the template, fill in one remedial per row (Section, Order, LR, GR, Recommendation, Date), and choose the file. You see what will be added, what is already here and any errors before anything is saved.